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How do I connect my ProcurementExpress account to Sage Intacct?​

ProcurementExpress integrates with Sage Intacct to automatically sync approved invoices to Sage as AP Bills, keep your vendors in sync, and bring payment status back from Sage into ProcurementExpress.

Before You Start

To connect your company to Sage Intacct, you'll need:
  1. A Sage Intacct account with Web Services enabled
  2. Web Services credentials from your Sage Intacct administrator:
    1. Sender ID
    2. Sender Password
    3. Your Sage Intacct Company ID
    4. A Web Services User ID with API access
    5. The user password for that Web Services user
  3. Company Administrator access in ProcurementExpress


Note:​ The Sage Intacct integration must be enabled for your company by ProcurementExpress. Contact our support team if you don't see the Sage Intacct option on your Integrations page.

 

Step 1: Open the Integrations Page

  1. Log in to ProcurementExpress at app.procurementexpress.com

  2. Click the Settings icon (gear) in the sidebar

  3. Select Integrations

  4. Find Sage Intacct in the list and click Integrate

 

Step 2: Enter Your Sage Intacct Credentials

On the connection screen, fill in the following fields:

  • Sender ID (Your Sage Intacct Web Services sender ID provided by your Sage admin or implementation partner)
  • Sender Password (The password for your Sender ID)
  • Company ID (Your Sage Intacct company identifier)
  • Web Services User ID (A user account in Sage Intacct with REST API access)
  • User Password (The password for the Web Services user)
  • Server URL (Leave at the default unless Sage support gave you a custom endpoint)

Click Connect when all fields are complete.


Step 3: Verify the Connection

If the connection succeeds, you'll be redirected to the Sage Intacct Settings page showing:

  • Connected status with the connection timestamp

  • Tabs for configuring sync settings, dimensions, vendor mapping, and more

ProcurementExpress automatically starts syncing your Sage Intacct dimensions (Departments, Locations, GL Accounts, Projects, etc.) in the background.

What Gets Synced?

Once connected, ProcurementExpress can:

  • PEX → Sage: Approved invoices become AP Bills in Sage Intacct

  • Vendor/supplier records sync both ways

  • Sage → PEX: Payment status updates when bills are paid in Sage